Senior Financial Concepts

About

I am the Marcus Welby of Financial planners--I only work with seniors and those Babyboomers who are serious about their retirement. I visit people in their homes over a cup of coffee--no fees---if you like what you see and I like what I see then we will have a long and lasting relationship I have been in the financial services business for 56 years.

I take care of my clients like they are family. Bob Mayberry

Highlights

3 employees

22 years in business

Serves St. Charles , IL

Reviews

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J.B. I.

My husband and II met Bob when we turned 65. He not only did our financial plan but he guided us through all of the decisions we had to make about Medicare.Over the last 13 years he has become a trusted financial advisor and friens . My husband has contracted Alheimers over the last three years. Since he made most of the financial decisions and couldnt anymore--Bob has taught me all of the things that i need to know to take car of myself and my husband

September 12, 2018

Frequently asked questions

What is your typical process for working with a new customer?

I typically do a financial plan over three interviews 1st We get to know each other and conduct a secure complete fact find to discover wants, needs, desires and investment threshold 2nd interview, presentation of a work in progress,,3rd interview is final plan and implementation. There are no fees. I am compensated by the companies that you agree we should use to complete your planning process. If you are not satisfied and choose not to implement--I don't get paid

Services offered

Financial Services And Planning